Stephen M. Smith is a licensed CPA and the founder and principal of Controllership Solutions, LLC. Stephen has consulted with more than 500 individuals advising on an aggregated net worth of over $15 billion. He has also provided his expertise to 100s of companies experiencing double-digit revenue growth in excess of $10 million.

As a Quicken© and QuickBooks© expert, Stephen is an in-demand trainer who can help your team become self-sufficient and highly efficient in the day-to-day knowledge necessary to keep your business and personal financial interests running smoothly.

Originally from Albany, NY, Stephen graduated cum laude from State University of New York (SUNY) at Geneseo in 1999. He started his career with PricewaterhouseCoopers in New York City, working with hedge funds, broker-dealers, private equity firms, and private banking clients in the capital markets and finance industries. Stephen has also served as the controller of a manufacturing company in New Jersey.

Stephen is highly regarded as a top Quicken© expert and has mastered all QuickBooks© certifications, Smith and received the prestigious Top 100 ProAdvisor award by Insightful Accountant eight years running including the top Client Accounting Services ProAdvisor recognition.